BWM

Buckley Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.69M
3
+$1.98M
4
DOW icon
Dow Inc
DOW
+$1.71M
5
DD icon
DuPont de Nemours
DD
+$1.68M

Top Sells

1
+$716K
2
+$340K
3
+$288K
4
BWA icon
BorgWarner
BWA
+$285K
5
CL icon
Colgate-Palmolive
CL
+$264K

Sector Composition

1 Technology 26.27%
2 Healthcare 17.86%
3 Consumer Discretionary 11.86%
4 Financials 11.16%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.07%
+3,403
127
$202K 0.07%
+241
128
$200K 0.06%
1,100
129
– –
-2,645
130
– –
-606
131
– –
-1,000
132
– –
-2,568
133
– –
-1,050
134
– –
-6,700
135
– –
-6,668
2 3 4 5
6